Investment Associate Salaries in New York State

Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).

$53,500 - $85,600 a year

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

$75,000 - $90,000 a year

Assists with developing individualized client investment strategy for Financial Advisor. Generates periodic reports on investment analyses.

$31.88 - $42.50 an hour

Monitor asset allocations, cash balances, and investment restrictions. Assist with trade execution, trade blotters, and trade confirmations.

$80,000 - $100,000 a year

7 days ago

Understanding sets of investment “data concepts” - how outside data is used at Bridgewater from both a conceptual investment and technical construction…

$120,000 - $150,000 a year

Develop long‐term income statement, balance sheet, and cash flow forecasts. Interest in financial statement analysis & solid financial modelling skills in Excel…